# Service Enquiry

Service Enquiry shows master details, recent purchase history, and recent sales history for a single service item — helping you compare supplier costs with customer revenue and evaluate profitability.

On this page

Overview Use Cases Filters Item Details Recent Purchases Recent Sales Drill-Down FAQ

Overview

Go to Service → Service Enquiry. Service Enquiry report

What it shows. When you select a service item and click Generate, the report displays the item's master details plus the last 10 purchase invoice lines and last 10 sale invoice lines for that item (approved or closed invoices only).

When to use it. Before negotiating with a supplier, review what you paid historically. Before quoting a customer, check recent selling prices. Compare purchase cost vs sales revenue to assess margin on a service.

The same report also opens as a quick-view modal when you click a service item name on a Service Completion Note or Service Receipt Note line.

Use Cases

Filters

| **Filter** | **Required** | **Description** | |------------|--------------|-----------------| | Service item | Yes | Select the service item to enquire. Only active service items are listed. | | Customer | No | Narrow recent sales to a specific customer. | | Supplier | No | Narrow recent purchases to a specific supplier. |

Click Generate to run the report. If no service item is selected, the system shows Service Item is required.

There is no date-range filter. Recent purchases and sales show the last 10 transactions regardless of date.

Item Details

| **Field** | **Description** | |-----------|-----------------| | Item Name | Service item name. Click to open Service Item quick view. | | Item Id | Internal reference. Click to open Service Item quick view. | | Item Code | Service code. | | Item Type | Always "service". | | Revenue Account | Account where sales revenue is recorded. | | Expense Account | Account where purchase expenses are recorded. | | Base Unit | Default unit of measure. Click to open Service Unit quick view. |

Recent Purchases

Section header: RECENT PURCHASES — last 10 purchase invoice lines (approved or closed invoices). | **Column** | **Description** | |------------|-----------------| | Date | Purchase invoice date. | | Supplier | Supplier name. | | Invoice No | Purchase invoice number. May show a reference number in brackets. | | Price | Unit price. | | Qty | Quantity purchased. | | Unit | Unit of measure. | | Amount | Line total (Price × Qty). |

Click any row to open the Purchase Invoice quick view. Empty state: No data.

Recent Sales

Section header: RECENT SALES — last 10 sale invoice lines (approved or closed invoices). | **Column** | **Description** | |------------|-----------------| | Date | Sale invoice date. | | Customer | Customer name. | | Invoice No | Sale invoice number. | | Price | Unit selling price. | | Qty | Quantity sold. | | Unit | Unit of measure. | | Amount | Line total (Price × Qty). |

Click any row to open the Sale Invoice quick view. Empty state: No data.

Drill-Down

| **Click target** | **Opens** | |------------------|-----------| | Item Name, Item Id | Service Item quick view | | Base Unit | Service Unit quick view | | Purchase row | Purchase Invoice quick view | | Sale row | Sale Invoice quick view |

FAQ

Why does the report show only 10 transactions?
Recent Purchases and Recent Sales each show the last 10 approved or closed invoice lines for the selected item. For full history, use Purchase or Sales reports filtered by item.

Can I filter by date?
No. This is an enquiry report, not a period report. Use Purchase or Sales module reports for date-range analysis.

Can I export this report?
No export button is provided. Use your browser print function if needed.

How do I open this from a transaction?
Click the service item name on any line in a Service Completion Note or Service Receipt Note — the same enquiry opens in a modal.

Which invoice statuses appear in Recent Purchases and Recent Sales?
Only Approved and Closed invoice lines are included. Draft, cancelled, and open invoices are excluded.

Why are Recent Purchases or Recent Sales empty?
The item may be sale-only or purchase-only, or no approved invoices exist yet for that direction. Check the item's Saleable and Purchasable flags on Service Items.

Can I run Service Enquiry for suspended items?
Yes. Select any active or suspended service item — historical invoice lines still appear when they exist.

Does this report show Service Receipt or Completion Notes?
No. It shows purchase and sale invoice history only. Open the linked invoice from a row to see whether a service note preceded it.